Data Rooms & Client Portals

Build stronger client relationships with behavioral data.

Harvest offers Hedge Funds, Research Firms, and Member Associations a white labeled communication platform that utilizes the highest levels of security.

Who can use this solution?
Asset Manager

Hedge Funds

Powerful and easy-to-use private client portals and data rooms


Research firms

One-touch distribution paired with client-friendly research libraries


Trade Associations

Branded member portals to maximize engagement and knowledge share

What are the features?


Personalize your portal with your firm's branding and utilize custom CRM and API integrations to match our data with your systems

Advanced Security & Compliance Controls


Utilize our T3+ data centers to send communications with the option to embed multimedia content, including videos



Gain valuable insight into your communications efforts from overall campaign success down to individual user behavior

Data Room Benefits Guide